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NC Questions
Level 1

How to edit a packing slip in QB online? Has this issue been corrected in QB Online?

I tried switching from  QB Desktop to QB Online but it just didn't work for our company.  It was missing some of the desktop functionalities such as being able to create customer invoices and switch to print customizable packing slips with item numbers but no pricing and include a customer ship to address. This feature is important to our business model and that is the main reason I had to switch back to QB Desktop.   I have seen several posts in the past concerning this issue and I was wondering if this issue has been fixed?  Thx!

 

 

5 Comments 5
Kurt_M
QuickBooks Team

How to edit a packing slip in QB online? Has this issue been corrected in QB Online?

It's a pleasure to have you here today, @NC Questions.

 

Since customizing or editing packing slips isn't available inside QuickBooks Online (QBO), we recommend sending a feature request to our Product Development Team. This way, suggestions reach our engineers, and they'll evaluate the idea and consider it for future updates. We'll write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top right-corner, click the Gear icon.
  3. Select Feedback and then enter your comments or product suggestions.
  4. Once ready, click Next to submit feedback.

 

On the other hand, the option to modify packing slip in QuickBooks Desktop (QBDT) is still functioning as designed. For more details, please see this page: Use and customize form templates.

 

In addition, here's an article to help you create personalize sales forms inside QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have other concerns about packing slips or sales form templates, don't hesitate to visit the Community space anytime. As always, we'll be around to help you out again. Keep safe. 

Bmink81
Level 2

How to edit a packing slip in QB online? Has this issue been corrected in QB Online?

To answer your question, the answer is no. The customization of basically all of QuickBooks online is non existent. People have been requesting this change for at least 5 years now and nothing has been done. 

Sad….. this program could really be good with a few simple changes. 

Stinson Press
Level 1

How to edit a packing slip in QB online? Has this issue been corrected in QB Online?

Exactly! Well said. Really not sure what their problem is. But ignoring their customer base is NEVER a good business model.

ChristinaPR
Returning Member

How to edit a packing slip in QB online? Has this issue been corrected in QB Online?

Good day

 

I am following up on whether the ability to customize packing slips in QuickBooks Online has been rectified or whether we still sit with an issue of not being able to customize these further. I note that the "ship to" address has been included but want to remove the following:

  • Email contact details, telephone number and website link in the section where entity name appears. By entity I am referring to the entity that will be packing the goods, not the customer.
  • Bill to data
  • Invoice type data
Heide DC
QuickBooks Team

How to edit a packing slip in QB online? Has this issue been corrected in QB Online?

It’s great to know that you’re interested in creating a more tailored experience, ChristinaPR. Let's work to modify the template form to obtain the packing slips you want so we can achieve your desired customization within QuickBooks Online. 

 

Please know that packing slips play a crucial role in providing customers with essential shipping information, including items and quantities. You can create a new custom form style for packing slips, and I encourage you to share your feedback with our product engineers to enhance your experience further.

 

Here are the steps to modify the fields in the Content tab:

 

  1. Click on the Gear icon, then select Custom form styles.
  2. From the New style drop-down menu, choose Invoice.
  3. Navigate to the Content tab and click on the upper header of the invoice form.
  4. Uncheck the box for any fields you find unnecessary.
  5. Click Done to save your changes.

 

Slip.PNG

 

Additionally, I completely understand the importance of removing the Bill to data section from packing lists for a cleaner presentation when printing. I recommend sending a feature request to our Product Development team, as your input is invaluable in helping us improve the program. Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

Additionally, I've included this article that'll give you a snapshot of your business. This way, you can ensure your record is accurate: Run Reports in QuickBooks Online

 

If you have any further questions or other concerns you want to know about customizing templates, please tag me in the comments. We're always here to commit.

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